0001221073-20-000046.txt : 20200218 0001221073-20-000046.hdr.sgml : 20200218 20200214180251 ACCESSION NUMBER: 0001221073-20-000046 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200218 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200218 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Resonant Capital Advisors, LLC CENTRAL INDEX KEY: 0001803236 IRS NUMBER: 830908962 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20156 FILM NUMBER: 20622357 BUSINESS ADDRESS: STREET 1: 33 EAST MAIN STREET STREET 2: SUITE 440 CITY: MADISON STATE: WI ZIP: 53703 BUSINESS PHONE: (608) 733-6220 MAIL ADDRESS: STREET 1: 33 EAST MAIN STREET STREET 2: SUITE 440 CITY: MADISON STATE: WI ZIP: 53703 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803236 XXXXXXXX 12-31-2019 12-31-2019 Resonant Capital Advisors, LLC
33 EAST MAIN STREET SUITE 440 MADISON WI 53703
13F HOLDINGS REPORT 028-20156 N
Benjamin Dickey Managing Member 608 733-6220 /s/ Benjamin Dickey Madison WI 02-12-2020 0 202 316987 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y10112276953SHSOLE 695300ABBOTT LABSCOM00282410087110030SHSOLE 1003000ABBVIE INCCOM00287Y1097468431SHSOLE 843100ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A10425917740SHSOLE 1774000ACCENTURE PLC IRELANDSHS CLASS AG1151C101245711666SHSOLE 1166600ADOBE INCCOM00724F101213646SHSOLE 64600AES CORPCOM00130H10524812464SHSOLE 1246400ALPHABET INCCAP STK CL A02079K305640478SHSOLE 47800ALPHABET INCCAP STK CL C02079K10721631618SHSOLE 161800ALPS ETF TRALERIAN MLP00162Q86625530000SHSOLE 3000000AMAZON COM INCCOM023135106743402SHSOLE 40200AMERICAN FINL GROUP INC OHIOCOM0259321049528682SHSOLE 868200AMGEN INCCOM03116210018457653SHSOLE 765300AMPHENOL CORP NEWCL A0320951015825376SHSOLE 537600ANALOG DEVICES INCCOM032654105167314081SHSOLE 1408100APACHE CORPCOM037411105118946456SHSOLE 4645600APPLE INCCOM037833100475216182SHSOLE 1618200ARCH CAP GROUP LTDORDG0450A105111225921SHSOLE 2592100AT&T INCCOM00206R10245911738SHSOLE 1173800AUTOMATIC DATA PROCESSING INCOM053015103188611059SHSOLE 1105900AUTOZONE INCCOM053332102563473SHSOLE 47300AXALTA COATING SYS LTDCOMG0750C10870423170SHSOLE 2317000BAKER HUGHES COMPANYCL A05722G1002037917SHSOLE 791700BANK AMER CORPCOM0605051043339441SHSOLE 944100BECTON DICKINSON & COCOM07588710919177049SHSOLE 704900BERKLEY W R CORPCOM0844231025568050SHSOLE 805000BERKSHIRE HATHAWAY INC DELCL B NEW084670702292512915SHSOLE 1291500BLACKROCK INCCOM09247X101289576SHSOLE 57600BOEING COCOM09702310513214056SHSOLE 405600BOOZ ALLEN HAMILTON HLDG CORCL A0995021062843995SHSOLE 399500BRISTOL MYERS SQUIBB COCOM1101221083906083SHSOLE 608300BROADCOM INCCOM11135F101222701SHSOLE 70100BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510499617233SHSOLE 1723300BROWN & BROWN INCCOM11523610180020276SHSOLE 2027600BROWN FORMAN CORPCL B1156372093184697SHSOLE 469700CARMAX INCCOM14313010292510555SHSOLE 1055500CDW CORPCOM12514G1089876908SHSOLE 690800CHEVRON CORP NEWCOM166764100204516973SHSOLE 1697300CISCO SYS INCCOM17275R102189439482SHSOLE 3948200CITIGROUP INCCOM NEW1729674242312887SHSOLE 288700CITRIX SYS INCCOM1773761003623267SHSOLE 326700COMCAST CORP NEWCL A20030N1014329596SHSOLE 959600COPART INCCOM2172041068679538SHSOLE 953800COSTCO WHSL CORP NEWCOM22160K10518406260SHSOLE 626000CVS HEALTH CORPCOM126650100192825946SHSOLE 2594600DANAHER CORPORATIONCOM235851102228114865SHSOLE 1486500DEVON ENERGY CORP NEWCOM25179M10347718385SHSOLE 1838500DISNEY WALT COCOM DISNEY254687106209514485SHSOLE 1448500DOCUSIGN INCCOM25616310697413139SHSOLE 1313900DOLLAR GEN CORP NEWCOM256677105183411757SHSOLE 1175700DOLLAR TREE INCCOM25674610895810188SHSOLE 1018800EBAY INCCOM278642103147640878SHSOLE 4087800EDWARDS LIFESCIENCES CORPCOM28176E1086302700SHSOLE 270000ELANCO ANIMAL HEALTH INCCOM28414H10345315381SHSOLE 1538100ENERGY TRANSFER LPCOM UT LTD PTN29273V10019515197SHSOLE 1519700EOG RES INCCOM26875P1012182606SHSOLE 260600EXACT SCIENCES CORPCOM30063P1058288950SHSOLE 895000EXELIXIS INCCOM30161Q10424413823SHSOLE 1382300EXELON CORPCOM30161N1012174754SHSOLE 475400EXPEDITORS INTL WASH INCCOM3021301094575854SHSOLE 585400EXXON MOBIL CORPCOM30231G102185126531SHSOLE 2653100FACEBOOK INCCL A30303M1022461199SHSOLE 119900FASTENAL COCOM31190010464017313SHSOLE 1731300FIRST TR VALUE LINE DIVID INSHS33734H1062075755SHSOLE 575500FISERV INCCOM3377381083483013SHSOLE 301300FLOOR & DECOR HLDGS INCCL A3397501013546964SHSOLE 696400GARTNER INCCOM3666511073782452SHSOLE 245200GENERAL ELECTRIC COCOM36960410312711424SHSOLE 1142400GLACIER BANCORP INC NEWCOM37637Q10549810831SHSOLE 1083100HD SUPPLY HLDGS INCCOM40416M1052135295SHSOLE 529500HDFC BANK LTDSPONSORED ADS40415F1015388482SHSOLE 848200HOME DEPOT INCCOM43707610216637613SHSOLE 761300IHS MARKIT LTDSHSG4756710598113024SHSOLE 1302400INGERSOLL-RAND PLCSHSG477911016314750SHSOLE 475000INTEL CORPCOM458140100201033587SHSOLE 3358700INVESCO EXCH TRD SLF IDX FDBULSHS 2020 CB46138J502194491306SHSOLE 9130600INVESCO EXCH TRD SLF IDX FDBULSHS 2021 CB46138J700102748357SHSOLE 4835700INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEV46137V30812203176909SHSOLE 17690900INVESCO EXCHANGE TRADED FD TFTSE RAFI 150046137V597339224810SHSOLE 2481000INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3575424688SHSOLE 468800INVESCO EXCHNG TRADED FD TRFTSE RAFI DEV46138E743402094576SHSOLE 9457600INVESCO EXCHNG TRADED FD TRS&P 500 REVENUE46138G6987157122723SHSOLE 12272300INVESCO EXCHNG TRADED FD TRS&P MDCP 400 REV46138G6727727118970SHSOLE 11897000INVESCO EXCHNG TRADED FD TRS&P SMALLCAP 60046138G664271239839SHSOLE 3983900INVESCO QQQ TRUNIT SER 146090E10313306254SHSOLE 625400ISHARES INCCORE MSCI EMKT46434G103210139085SHSOLE 3908500ISHARES INCMLT FCTR EMG MKT46434G8892274990SHSOLE 499000ISHARES INCMSCI PAC JP ETF464286665125027000SHSOLE 2700000ISHARES TRCORE MSCI EAFE46432F842449368872SHSOLE 6887200ISHARES TRCORE S&P MCP ETF464287507812939495SHSOLE 3949500ISHARES TRCORE S&P SCP ETF464287804600471608SHSOLE 7160800ISHARES TRCORE S&P500 ETF4642872001093133817SHSOLE 3381700ISHARES TRIBONDS DEC20 ETF46434VAQ3148558692SHSOLE 5869200ISHARES TRIBONDS DEC21 ETF46434VBK5208983687SHSOLE 8368700ISHARES TRIBONDS DEC22 ETF46434VBA7191275598SHSOLE 7559800ISHARES TRIBONDS DEC23 ETF46434VAX886433816SHSOLE 3381600ISHARES TRIBONDS SEP202046434V57137614746SHSOLE 1474600ISHARES TRJPMORGAN USD EMG4642882815574862SHSOLE 486200ISHARES TRMIN VOL EAFE ETF46429B6892493345SHSOLE 334500ISHARES TRMSCI EAFE ETF464287465264438069SHSOLE 3806900ISHARES TRMSCI EMG MKT ETF46428723498121872SHSOLE 2187200ISHARES TRRUS 1000 GRW ETF46428761410065720SHSOLE 572000ISHARES TRRUS 1000 VAL ETF4642875989196733SHSOLE 673300ISHARES TRRUSSELL 2000 ETF4642876553462087SHSOLE 208700ISHARES TRSELECT DIVID ETF4642871688748274SHSOLE 827400ISHARES TRUSA QUALITY FCTR46432F3393943901SHSOLE 390100JOHNSON & JOHNSONCOM478160104250117145SHSOLE 1714500JP MORGAN EXCHANGE TRADED FDULTRA SHRT INC46641Q8379427186925SHSOLE 18692500JPMORGAN CHASE & COCOM46625H100282220243SHSOLE 2024300KEMPER CORP DELCOM4884011003414397SHSOLE 439700KEYSIGHT TECHNOLOGIES INCCOM49338L1035475325SHSOLE 532500KROGER COCOM501044101134146265SHSOLE 4626500LABORATORY CORP AMER HLDGSCOM NEW50540R4096213670SHSOLE 367000LAM RESEARCH CORPCOM5128071083171084SHSOLE 108400LIBERTY BROADBAND CORPCOM SER C53030730510118043SHSOLE 804300LILLY ELI & COCOM5324571085274008SHSOLE 400800LINDE PLCSHSG5494J10317688305SHSOLE 830500LOWES COS INCCOM54866110711319442SHSOLE 944200LULULEMON ATHLETICA INCCOM5500211095212250SHSOLE 225000MARKEL CORPCOM57053510411471003SHSOLE 100300MCDONALDS CORPCOM58013510117698952SHSOLE 895200MCKESSON CORPCOM58155Q103166612042SHSOLE 1204200MEDTRONIC PLCSHSG5960L1033413004SHSOLE 300400MERCK & CO INCCOM58933Y1053734102SHSOLE 410200METHODE ELECTRS INCCOM591520200204852050SHSOLE 5205000MGE ENERGY INCCOM55277P1045356785SHSOLE 678500MICROSOFT CORPCOM594918104415126323SHSOLE 2632300MITSUBISHI UFJ FINL GROUP INSPONSORED ADS6068221047814353SHSOLE 1435300NEWMARKET CORPCOM6515871075941221SHSOLE 122100NIKE INCCL B6541061034144083SHSOLE 408300NOBLE ENERGY INCCOM65504410560624390SHSOLE 2439000NORTHERN TR CORPCOM665859104145613705SHSOLE 1370500NOVARTIS A GSPONSORED ADR66987V1092672817SHSOLE 281700O REILLY AUTOMOTIVE INC NEWCOM67103H1078842016SHSOLE 201600OMNICOM GROUP INCCOM681919106117814534SHSOLE 1453400ONEOK INC NEWCOM682680103119515788SHSOLE 1578800ORACLE CORPCOM68389X105191136066SHSOLE 3606600PAYPAL HLDGS INCCOM70450Y103144913395SHSOLE 1339500PEPSICO INCCOM713448108222216257SHSOLE 1625700PFIZER INCCOM717081103260966586SHSOLE 6658600PHILLIPS 66COM7185461043292954SHSOLE 295400PNC FINL SVCS GROUP INCCOM693475105199512500SHSOLE 1250000PPG INDS INCCOM6935061072782080SHSOLE 208000PROCTER & GAMBLE COCOM742718109127110179SHSOLE 1017900PROGRESSIVE CORP OHIOCOM743315103235532539SHSOLE 3253900QUALCOMM INCCOM747525103210723883SHSOLE 2388300REINSURANCE GRP OF AMERICA ICOM NEW7593516045003064SHSOLE 306400RLI CORPCOM7496071074775294SHSOLE 529400ROSS STORES INCCOM7782961038006870SHSOLE 687000SCHLUMBERGER LTDCOM80685710887221681SHSOLE 2168100SCHWAB STRATEGIC TRINTRM TRM TRES808524854486988645SHSOLE 8864500SCHWAB STRATEGIC TRSCHWAB FDT US LG8085247718931209258SHSOLE 20925800SCHWAB STRATEGIC TRSCHWAB FDT US SC808524763227356489SHSOLE 5648900SCHWAB STRATEGIC TRSCHWB FDT EMK LG808524730160353726SHSOLE 5372600SCHWAB STRATEGIC TRSCHWB FDT INT LG8085247553263112830SHSOLE 11283000SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797114219710SHSOLE 1971000SELECT SECTOR SPDR TRSBI INT-UTILS81369Y88664610000SHSOLE 1000000SHOPIFY INCCL A82509L107219550SHSOLE 55000SMITH A O CORPCOM8318652093337000SHSOLE 700000SMUCKER J M COCOM NEW832696405125812081SHSOLE 1208100SONY CORPSPONSORED ADR8356993075518097SHSOLE 809700SPDR DOW JONES INDL AVRG ETFUT SER 178467X10911704104SHSOLE 410400SPDR S&P 500 ETF TRTR UNIT78462F103892527728SHSOLE 2772800SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107666717761SHSOLE 1776100SPDR SERIES TRUSTPRTFLO S&P500 GW78464A40948111480SHSOLE 1148000SPDR SERIES TRUSTS&P 500 BUYBCK78468R820259135162SHSOLE 3516200SPDR SERIES TRUSTS&P DIVID ETF78464A7633753485SHSOLE 348500STARBUCKS CORPCOM85524410989410167SHSOLE 1016700STRYKER CORPCOM86366710116697950SHSOLE 795000TAL EDUCATION GROUPSPONSORED ADS8740801042755700SHSOLE 570000TE CONNECTIVITY LTDREG SHSH849891045966215SHSOLE 621500THERMO FISHER SCIENTIFIC INCCOM8835561026862113SHSOLE 211300TJX COS INC NEWCOM8725401095088312SHSOLE 831200TORTOISE ENERGY INFRA CORPCOM89147L1002630146654SHSOLE 14665400TORTOISE MIDSTRM ENERGY FD ICOM89148B10126324032SHSOLE 2403200TRIMTABS ETF TRALL CAP US FREE89628W302304377419SHSOLE 7741900TRUIST FINL CORPCOM89832Q109139924848SHSOLE 2484800UNION PACIFIC CORPCOM9078181083141738SHSOLE 173800UNITED PARCEL SERVICE INCCL B9113121062341996SHSOLE 199600UNITED TECHNOLOGIES CORPCOM91301710911447639SHSOLE 763900US BANCORP DELCOM NEW902973304130522009SHSOLE 2200900VANGUARD GROUPDIV APP ETF921908844551144205SHSOLE 4420500VANGUARD INDEX FDSREAL ESTATE ETF92290855395110250SHSOLE 1025000VANGUARD INDEX FDSS&P 500 ETF SHS92290836314274823SHSOLE 482300VANGUARD INDEX FDSTOTAL STK MKT922908769283017297SHSOLE 1729700VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277588116397SHSOLE 1639700VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858134530255SHSOLE 3025500VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718225720318SHSOLE 2031800VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8702432665SHSOLE 266500VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409586672387SHSOLE 7238700VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385866115000SHSOLE 1500000VANGUARD WHITEHALL FDS INCHIGH DIV YLD921946406108711600SHSOLE 1160000VERIZON COMMUNICATIONS INCCOM92343V104121619799SHSOLE 1979900VISA INCCOM CL A92826C839253113471SHSOLE 1347100WALMART INCCOM9311421032221870SHSOLE 187000WELLS FARGO CO NEWCOM9497461012985544SHSOLE 554400WISDOMTREE TREMG MKTS SMCAP97717W281134928202SHSOLE 2820200WISDOMTREE TRFUTRE STRAT FD97717W125300981119SHSOLE 8111900WISDOMTREE TRUS HIGH DIVIDEND97717W2082333033SHSOLE 303300XILINX INCCOM983919101138414156SHSOLE 1415600ZEBRA TECHNOLOGIES CORPCL A9892071055572180SHSOLE 218000ZOETIS INCCL A98978V1036094603SHSOLE 460300